Senior Technical Consultant, Salesforce

Ridgeline, Inc.; New York (NY); Remote; USD 126,000 - 150,000; Full time

Job summary

Join an innovative team as a Senior Salesforce Technical Consultant, where you'll enhance and expand Salesforce capabilities to drive operational excellence. This role involves collaborating with solution architects and business stakeholders to lead technical design and system integrations. You will play a crucial part in customer onboarding and support broader integration strategies. With a focus on building smart, scalable solutions, you will have the opportunity to mentor junior members and advocate for technology strategies that empower business. If you're passionate about transforming business challenges into innovative solutions, this is the role for you.

Benefits

Unlimited vacation

Educational reimbursements

Wellness reimbursements

$0 cost employee insurance plans

Company Stock Plan

Qualifications

• 5+ years of Salesforce experience, including declarative tools like Flows.
• Strong understanding of security models and user configuration in Salesforce.

Responsibilities

• Lead enhancement of Salesforce customizations and ensure alignment with platform goals.
• Collaborate with architects to implement scalable Salesforce solutions.

Skills

Salesforce

Data Loader

REST APIs

Agile methodologies

Communication skills

Cross-functional collaboration

Tools

Excel

JIRA

Confluence

GitHub

Google Workspace

Slack

AWS

Workato

Job description

Are you a Salesforce expert with a passion for building smart, scalable solutions that solve real-world business problems? Do you thrive in architecting and enhancing integrations that drive operational excellence? Are you excited to partner with cross-functional teams and external stakeholders to bring powerful, data-driven experiences to life? If so, we invite you to be a part of our innovative team.

As a Senior Salesforce Technical Consultant at Ridgeline, you’ll play a key role in enhancing and expanding the capabilities of our Salesforce product to support internal teams and customers. You’ll partner with solution architects and business stakeholders to lead technical design, solution development, and system integrations. Your work will be instrumental in driving customer onboarding success and supporting Ridgeline’s broader integration and data strategies.

What will you do?

• Lead solutioning and enhancement of existing Salesforce customizations, ensuring alignment with Ridgeline's platform goals
• Collaborate with solution architects to define and implement scalable and secure Salesforce solutions
• Evaluate and optimize CRM processes by analyzing technical capabilities and customer business requirements
• Support technical implementations, from design through deployment, across internal and customer projects
• Utilize Salesforce Data Loader and Excel to manage data migration and mapping between systems
• Partner with integration teams to contribute to Ridgeline’s Integration Library using iPaaS (Workato)
• Drive technical documentation efforts, including functional specifications, process flows, and user stories
• Guide clients through integration requirement gathering and solution planning, setting projects up for long-term success
• Advocate for Ridgeline’s technology and integration strategy to internal stakeholders and customers
• Mentor junior team members and elevate team capabilities through knowledge sharing and collaboration

Desired Skills and Experience

• 5+ years of hands-on experience with Salesforce platform including declarative tools like Flows
• Strong understanding of sandbox provisioning, security models, and user configuration
• Proficiency with Salesforce Data Loader and Excel for data transformation and migration
• Hands-on experience with REST or similar APIs for system integrations
• Experience with Salesforce Financial Services Cloud or similar industry-specific applications
• Strong communication skills with the ability to translate technical topics to business audiences
• Track record of successful cross-functional collaboration and customer engagement
• Familiarity with Agile methodologies and tools such as JIRA, Confluence, GitHub
• Comfort with cloud-based tools including Google Workspace, Slack, and AWS

Bonus:

• Experience with Workato or other low-code iPaaS platforms
• Background in investment management or financial services domains

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits

The typical starting salary range for new hires in this role is $126,000 - $150,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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